Elements App 4+
The app for advisors & clients
Elements Advisors, LLC
Designed for iPhone
-
- Free
iPhone Screenshots
Description
The cornerstone of the Elements Financial Planning System™, this app gives financial advisors and their clients the foundation on which to meaningfully communicate about financial goals and progress. It’s also the home of the Elements Scorecard, an innovative new way to quickly assess financial health.
Terms of Use: https://getelements.com/terms-conditions
What’s New
Version 2.4.28
Added
- Additional logging to connect and account via Plaid.
- Log linkSessionID for support tickets.
Ratings and Reviews
Best tool for modern financial advice.
I have been using Elements with clients for over a year and a half now. My clients are significantly more engaged compared to when I was using traditional financial planning software (clients don’t really care about our Monte Carlo simulations).
If you’re looking to level up your client experience, you NEED to check out Elements.
Underwhelming
I found the product to be underwhelming to use with clients. There were multiple technical issues that were explained away as being a start up and would be fixed. And over the course of a year some were but others weren’t.
The exit process is like canceling internet. You can’t just cancel you need to talk to someone that is going to try to retain you.
Disappointed
Unfortunately this software is not well developed. When I asked to end my contract early because I didn’t feel that that contract was being upheld for what I was promised by the salesman I was told that would not be possible and have not heard back from the company.
App Privacy
The developer, Elements Advisors, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Elements Advisors, LLC
- Size
- 62.2 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 16.0 or later.
- Mac
- Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- Copyright © 2018-2021 Elements Advisors, LLC. All rights reserved.
- Price
- Free